SPLV:ARCA-PowerShares S&P 500 Low Volatility Portfolio (USD)

ETF | Large Blend | NYSE Arca

Last Closing

USD 71.1

Change

0.00 (0.00)%

Market Cap

USD 6.27B

Volume

3.11M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the S&P 500? Low Volatility Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in common stocks that comprise the underlying index. Volatility is a statistical measurement of the magnitude of up and down asset price fluctuations (increases or decreases in a stock's price) over time. It generally invests in all of the securities comprising the underlying index in proportion to their weightings in the underlying index. The fund is non-diversified.

Inception Date: 05/05/2011

Primary Benchmark: S&P 500 Low Volatility TR USD

Primary Index: S&P 500 TR USD

Gross Expense Ratio: 0.25%

Management Expense Ratio: 0.25 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-08-31 )

Largest Industry Peers for Large Blend

Symbol Name Mer Price(Change) Market Cap
VTI Vanguard Total Stock Market In.. 0.03 %

+1.92 (+0.70%)

USD 412.72B
SPLG SPDR® Portfolio S&P 500 ETF 0.04 %

+0.35 (+0.53%)

USD 43.54B
SCHX Schwab U.S. Large-Cap ETF 0.03 %

+0.38 (+0.58%)

USD 43.23B
GSLC Goldman Sachs ActiveBeta® U.S.. 0.09 %

+0.77 (+0.70%)

USD 12.56B
DYNF BlackRock US Equity Factor Rot.. 0.00 %

+0.26 (+0.54%)

USD 10.84B
SPTM SPDR® Portfolio S&P 1500 Comp.. 0.04 %

+0.44 (+0.65%)

USD 8.66B
JQUA JPMorgan U.S. Quality Factor E.. 0.12 %

+0.41 (+0.74%)

USD 4.62B
SCHK Schwab 1000 ETF 0.05 %

+0.32 (+0.60%)

USD 3.58B
SUSA iShares MSCI USA ESG Select 0.25 %

+0.82 (+0.70%)

USD 3.56B
DIVO Amplify CWP Enhanced Dividend .. 0.94 %

+0.36 (+0.90%)

USD 3.40B

ETFs Containing SPLV

ULV-C:CA Invesco S&P 500 Low Volat.. 100.46 % 0.00 %

N/A

N/A
ULV-U:CA Invesco S&P 500 Low Volat.. 100.46 % 0.00 %

N/A

N/A
PLV:CA Invesco Low Volatility Po.. 0.00 % 0.51 %

+0.32 (+0%)

CAD 0.02B
TUTI 0.00 % 0.00 %

N/A

N/A
ULV-F:CA Invesco S&P 500 Low Volat.. 0.00 % 0.00 %

+0.28 (+0%)

N/A
FATT 0.00 % 0.00 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 13.47% 40% F 70% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 13.47% 40% F 70% C-
Trailing 12 Months  
Capital Gain 16.35% 35% F 67% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 16.35% 35% F 67% D+
Trailing 5 Years  
Capital Gain 25.35% 29% F 62% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 25.35% 29% F 62% D
Average Annual (5 Year Horizon)  
Capital Gain 4.51% N/A N/A 55% F
Dividend Return 6.02% N/A N/A 52% F
Total Return 1.51% N/A N/A 35% F
Risk Return Profile  
Volatility (Standard Deviation) 10.22% N/A N/A 77% C+
Risk Adjusted Return 58.94% N/A N/A 77% C+
Market Capitalization 6.27B 88% B+ 82% B

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.